Ryan Witt
Senior Financial Consultant
Pompano Beach,FL
Summary
Results-driven Senior Financial Consultant recognized for expertise in financial analysis and client relationship management at Lenders Loan Capital. Demonstrated success in negotiating loan agreements and enhancing tax credit recovery, leading to a notable increase in client satisfaction. Skilled in streamlining processes and fostering strong relationships, which ensures effective project management and collaboration among teams. Career objectives include leveraging financial acumen to drive organizational growth and enhance client outcomes.
Overview
6
6
years of professional experience
Work History
Senior Financial Consultant
Lenders Loan Capital
Fort Lauderdale, FL
01.2019 - Current
- Developed and maintained strong client relationships through exceptional service and communication.
- Led team delivering merchant cash advances.
- Supervised group responsible for managing term loans and SBA lending.
- Coordinated client acquisition process, overseeing the collection of required documents.
- Negotiated terms of transaction documents such as term sheets, purchase agreements, loan agreements.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Identified needs of customers promptly and efficiently.
ERC Specialist
ERC guaranteed
Fort Lauderdale, FL
02.2021 - 12.2023
- Streamlined ERC application processes to maximize refundable tax benefits.
- Enhanced retention credit recovery for firms facing pandemic challenges.
- Created training materials for new hires on the company's procedures and policies.
- Identified needs of customers promptly and efficiently.
- Conducted regular meetings with staff to review progress and address any concerns.
- Worked effectively in team environments to make the workplace more productive.
Education
Bachelor of Arts - Economics
Marquette University
Milwaukee, WIAssociate of Applied Science - IT Network Security
Milwaukee Area Technical College
Milwaukee, WISkills
- Financial analysis
- Client relationship management
- Market research
- Loan negotiation
- Risk assessment
- Project management
- SBA lending
- Tax credit recovery
- Document management
- Fixed income strategies
- Loans
- Debt management
- Team building
References
References available upon request.
Timeline
ERC Specialist
ERC guaranteed
02.2021 - 12.2023
Senior Financial Consultant
Lenders Loan Capital
01.2019 - Current
Bachelor of Arts - Economics
Marquette University
Associate of Applied Science - IT Network Security
Milwaukee Area Technical College
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